Sovereign Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sovereign Financial Group’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$975K	Sell	9,718 -1,708	-15%	-$171K	0.15%	128
2026 Q1	$1.15M	Buy	11,426 +436	+4%	+$44.5K	0.2%	93
2025 Q4	$1.12M	Sell	10,990 -244	-2%	-$25.2K	0.19%	90
2025 Q3	$1.16M	Buy	11,234 +4,275	+61%	+$432K	0.22%	85
2025 Q2	$707K	Sell	6,959 -127	-2%	-$12.7K	0.15%	127
2025 Q1	$735K	Buy	+7,086	New	+$718K	0.17%	114
2024 Q4	–	Sell	-1,995	Closed	-$218K	–	294
2024 Q3	$218K	Buy	1,995 +3	+0.2%	+$322	0.05%	266
2024 Q2	$205K	Buy	1,992 +29	+1%	+$2.95K	0.05%	269
2024 Q1	$206K	Sell	1,963 -120	-6%	-$12.6K	0.05%	272
2023 Q4	$226K	Sell	2,083 -172	-8%	-$17.2K	0.07%	224
2023 Q3	$222K	Sell	2,255 -2,437	-52%	-$256K	0.08%	209
2023 Q2	$520K	Buy	4,692 +1,401	+43%	+$157K	0.17%	133
2023 Q1	$377K	Sell	3,291 -421	-11%	-$47.3K	0.14%	148
2022 Q4	$402K	Buy	+3,712	New	+$402K	0.16%	144
2022 Q3	–	Sell	-1,715	Closed	-$206K	–	215
2022 Q2	$206K	Buy	+1,715	New	+$210K	0.08%	196

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sovereign Financial Group's TLH Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 15% in Q2 2026, selling an estimated $171K and leaving 9,718 shares worth $975K. The position accounts for 0.15% of the portfolio, ranked #128.

Sovereign Financial Group first reported a position in TLH in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Sovereign Financial Group held 9,718 shares of iShares 10-20 Year Treasury Bond ETF worth $975K as of Q2 2026.
Sovereign Financial Group sold 1,708 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $171K.
iShares 10-20 Year Treasury Bond ETF made up 0.15% of Sovereign Financial Group's portfolio in Q2 2026, its #128 holding.
Sovereign Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
Sovereign Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $1.16M in Q3 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.